LRIA
Leonard Rickey Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
275,245
+7,022
| +3% | +$517K | 4.05% | 8 |
|
|
2025
Q1 | $19.4M | Sell |
268,223
-52,496
| -16% | -$3.8M | 4.19% | 8 |
|
|
2024
Q4 | $23.1M | Buy |
320,719
+11,391
| +4% | +$819K | 5.31% | 6 |
|
|
2024
Q3 | $23.2M | Buy |
309,328
+9,384
| +3% | +$705K | 5.27% | 6 |
|
|
2024
Q2 | $21.6M | Buy |
299,944
+13,463
| +5% | +$970K | 5.18% | 6 |
|
|
2024
Q1 | $20.8M | Buy |
286,481
+30,084
| +12% | +$2.19M | 5.38% | 6 |
|
|
2023
Q4 | $18.9M | Buy |
256,397
+6,604
| +3% | +$486K | 5.59% | 5 |
|
|
2023
Q3 | $17.4M | Buy |
+249,793
| New | +$17.4M | 5.7% | 5 |
|
|
2020
Q3 | – | Sell |
-36,775
| Closed | -$3.25M | – | 63 |
|
|
2020
Q2 | $3.25M | Buy |
36,775
+6,127
| +20% | +$541K | 2.11% | 10 |
|
|
2020
Q1 | $2.62M | Buy |
30,648
+235
| +0.8% | +$20.1K | 2.03% | 12 |
|
|
2019
Q4 | $2.55M | Buy |
30,413
+3,670
| +14% | +$308K | 1.54% | 15 |
|
|
2019
Q3 | $2.26M | Buy |
26,743
+811
| +3% | +$68.5K | 1.5% | 14 |
|
|
2019
Q2 | $2.15M | Buy |
25,932
+1,644
| +7% | +$137K | 1.45% | 14 |
|
|
2019
Q1 | $1.97M | Buy |
24,288
+2,111
| +10% | +$171K | 1.43% | 14 |
|
|
2018
Q4 | $1.76M | Buy |
22,177
+292
| +1% | +$23.1K | 1.45% | 14 |
|
|
2018
Q3 | $1.72M | Buy |
21,885
+117
| +0.5% | +$9.21K | 1.26% | 14 |
|
|
2018
Q2 | $1.72M | Buy |
21,768
+525
| +2% | +$41.6K | 1.3% | 13 |
|
|
2018
Q1 | $1.7M | Buy |
21,243
+409
| +2% | +$32.7K | 1.33% | 13 |
|
|
2017
Q4 | $1.7M | Buy |
+20,834
| New | +$1.7M | 1.3% | 15 |
|